证券记录
OMFS
名称等待档案录入
22被追踪持有人
+1Δ持有人
3.50M持有股份
$186.82M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.8% ·
股份流向 -1.6% ·
净新建仓位 +4.5%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 3.50M | $186.82M | +2 | −1 |
| Q1 2026 | 22 | +2 | 3.56M | $161.13M | +2 | — |
| Q4 2025 | 20 | -1 | 3.87M | $172.17M | — | −1 |
| Q3 2025 | 4 | -1 | 21.97K | $966,325 | — | −1 |
| Q2 2025 | 3 | 0 | 38.81K | $1.56M | — | — |
| Q1 2025 | 2 | +2 | 52.74K | $2.00M | +2 | — |
| Q3 2024 | 1 | -1 | 16.70K | $660,366 | — | −1 |
| Q2 2024 | 2 | — | 28.38K | $1.03M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 1.23M | -14.6% | $65.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Invesco Ltd. | 1.23M | -14.6% | $65.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 844.68K | +0.4% | $45.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 844.68K | +0.4% | $45.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 844.68K | +0.4% | $45.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 736.22K | +1.7% | $39.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 185.98K | +3.9% | $9.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 185.98K | +3.9% | $9.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 119.89K | +417.8% | $6.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 119.37K | -2.6% | $6.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 119.37K | -2.6% | $6.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 119.37K | -2.6% | $6.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 58.34K | -4.4% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 36.60K | +64.8% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 31.12K | -0.1% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 26.47K | +6.3% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Nuveen, LLC | 23.88K | 新增 | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 21.41K | +3.8% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 17.14K | +57.5% | $914,034 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 11.81K | +5.0% | $630,053 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 11.81K | +5.0% | $630,053 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 10.57K | -16.9% | $563,910 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 10.57K | -16.9% | $563,910 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cerity Partners LLC | 8.85K | -16.2% | $472,036 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 7.65K | -4.4% | $407,891 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 6.22K | -13.0% | $329,130 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.26K | +28.3% | $66,994 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.26K | +28.3% | $66,994 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 1.26K | +28.3% | $66,994 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 1.09K | +1481.2% | $58,193 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 283 | +38.7% | $15,118 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Allspring Global Investments… | 265 | 新增 | $14,087 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Nuveen, LLC | $1.27M | 0.0% |
| Allspring Global Investments… | $14,087 | 0.0% |
已清仓
| Jane Street Group, Llc | $201,520 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 55 持有人, 4.84M 股份, $199.20M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据